Advisors Asset Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,494
| Closed | -$530K | – | 1507 |
|
|
2025
Q3 | $530K | Sell |
5,494
-332
| -6% | -$31.9K | 0.01% | 963 |
|
|
2025
Q2 | $464K | Sell |
5,826
-1,360
| -19% | -$100K | 0.01% | 968 |
|
|
2025
Q1 | $496K | Sell |
7,186
-549
| -7% | -$51.8K | 0.01% | 927 |
|
|
2024
Q4 | $751K | Sell |
7,735
-2,466
| -24% | -$208K | 0.01% | 821 |
|
|
2024
Q3 | $582K | Sell |
10,201
-1,145
| -10% | -$53K | 0.01% | 893 |
|
|
2024
Q2 | $552K | Sell |
11,346
-14,527
| -56% | -$731K | 0.01% | 865 |
|
|
2024
Q1 | $1.24M | Buy |
25,873
+2,318
| +10% | +$99.3K | 0.02% | 690 |
|
|
2023
Q4 | $972K | Sell |
23,555
-224
| -0.9% | -$8.81K | 0.02% | 732 |
|
|
2023
Q3 | $1.01M | Buy |
23,779
+60
| +0.3% | +$3.03K | 0.02% | 719 |
|
|
2023
Q2 | $1.3M | Sell |
23,719
-10,011
| -30% | -$473K | 0.03% | 657 |
|
|
2023
Q1 | $1.49M | Sell |
33,730
-1,096
| -3% | -$52.5K | 0.03% | 605 |
|
|
2022
Q4 | $1.31M | Sell |
34,826
-7,564
| -18% | -$307K | 0.03% | 635 |
|
|
2022
Q3 | $1.38M | Buy |
42,390
+950
| +2% | +$35.3K | 0.03% | 613 |
|
|
2022
Q2 | $1.47M | Sell |
41,440
-23,637
| -36% | -$1.04M | 0.03% | 622 |
|
|
2022
Q1 | $3.02M | Sell |
65,077
-14,678
| -18% | -$636K | 0.05% | 438 |
|
|
2021
Q4 | $3.49M | Buy |
79,755
+7,276
| +10% | +$337K | 0.05% | 415 |
|
|
2021
Q3 | $3.45M | Buy |
72,479
+1,515
| +2% | +$71.4K | 0.05% | 396 |
|
|
2021
Q2 | $3.71M | Buy |
70,964
+6,630
| +10% | +$368K | 0.05% | 372 |
|
|
2021
Q1 | $3.7M | Buy |
64,334
+8,737
| +16% | +$427K | 0.06% | 346 |
|
|
2020
Q4 | $2.4M | Buy |
55,597
+10,742
| +24% | +$435K | 0.04% | 477 |
|
|
2020
Q3 | $1.56M | Buy |
44,855
+7,886
| +21% | +$273K | 0.03% | 565 |
|
|
2020
Q2 | $1.28M | Buy |
+36,969
| New | +$1.11M | 0.02% | 615 |
|
|
2017
Q1 | – | Sell |
-1,200
| Closed | -$87K | – | 1750 |
|
|
2016
Q4 | $87K | Sell |
1,200
-300
| -20% | -$19.1K | ﹤0.01% | 1549 |
|
|
2016
Q3 | $79K | Sell |
1,500
-100
| -6% | -$4.81K | ﹤0.01% | 1568 |
|
|
2016
Q2 | $66K | Sell |
1,600
-200
| -11% | -$9.46K | ﹤0.01% | 1614 |
|
|
2016
Q1 | $108K | Hold |
1,800
| – | – | ﹤0.01% | 1443 |
|
|
2015
Q4 | $103K | Sell |
1,800
-100
| -5% | -$5.77K | ﹤0.01% | 1546 |
|
|
2015
Q3 | $101K | Buy |
+1,900
| New | +$107K | ﹤0.01% | 1521 |
|
|
2013
Q3 | – | Sell |
-1
| Closed | – | – | 1797 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | +$32 | ﹤0.01% | 1763 |
|
Other funds holding UAL
Advisors Asset Management's UAL Position: Q4 2025 in Review
Advisors Asset Management sold out of United Airlines (UAL) in Q4 2025, closing a stake of 5,494 shares — an estimated $530K sold.
Advisors Asset Management first reported a position in UAL in Q2 2013 and held it in 29 quarters. The position peaked at $3.71M in Q2 2021. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.
- Advisors Asset Management reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
- Advisors Asset Management sold 5,494 United Airlines shares in Q4 2025, an estimated $530K.
- Advisors Asset Management first reported a position in United Airlines in Q2 2013 and held it in 29 quarters.
- Advisors Asset Management's United Airlines position peaked at $3.71M in Q2 2021.
- 1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.
Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.